Why a senior Merrill Lynch advisor reluctantly broke away with ultra-affluent clients from the Texas oil patch
After getting the cold shoulder from his younger team members, independence with Wells Fargo's FiNet became attractive
Author Elaine Pofeldt April 8, 2011 at 1:45 PM
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Related Moves
Infamous stockbroker resolves civil suit stemming from violent tirade -- the apparent final chapter in an incident that went viral and forever branded him the 'Fairfield Smoothie Guy'
Broker Jim Iannazzo went all out with high-powered attorneys and slick Las Vegas crisis pr team to limit the damage from his actions, but whether he can ever live down the incident remains to be seen.
